Since 1986, Wingate Wealth Advisors has provided independent financial planning and investment management to individuals, families, retirement plans and organizations. Our approach is comprehensive, helping clients define and achieve their financial goals – generation to generation – through a prudent, long-term plan of action.
Why is our independence important? Independence assures that the guidance we offer is tailored to our clients’ unique situations, rather than a pre-determined menu of products. You can be certain that your wealth management plans are focused exclusively on your personal goals, and that those plans will continuously evolve to assure success.
Women volunteers across the U.S. join together to build affordable housing in their communities.
Our staff and friends joined more than 10,000 women from across the country to volunteer at Habitat for Humanity construction sites in recognition of…